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House of Wellness Portal – User Guide

This guide explains how to use the House of Wellness internal portal to manage lab orders, retrieve results, and generate PDFs.

Access & roles

  • You sign in via the portal’s Microsoft login (Azure Static Web Apps auth).
  • Your permissions determine what you can do:
  • Read-only: view cases and stored artifacts.
  • Staff/Admin: can create cases, create/link/unlink orders, refresh status, pull results, generate/send PDFs.

If buttons appear disabled or missing, you may not have write permissions.

Key concepts

  • Contact (CRM): The patient record. CRM is the source of truth.
  • Case: A workflow record linked to a single CRM contact.
  • Randox Order Number: The visible Randox “Order ID”. For House of Wellness this is normally formatted like FML001-XXXXXXXX.
  • If you see a numeric-only value, it is still a valid Randox reference (some legacy or misconfigured environments show numeric-only “Order ID” values).
  • Artifacts: Files stored by the system (e.g. raw Randox JSON results, generated PDFs).

Typical workflow

1) Find the patient/contact

  1. Search for the patient in the portal.
  2. Open the contact record.

2) Confirm patient details (required)

Randox requires these patient details: - First name - Last name - Date of birth - Biological sex

If the portal prompts you to complete missing details, enter them and save. The portal updates the CRM contact.

3) Create a case

  1. Click Create case.
  2. A new row will appear in the cases list for this contact.

4) Create a Randox order (normal flow)

  1. Click Create order.
  2. The portal will show the Randox order number once created.

Notes: - The order number shown to you is the official Randox-visible number (e.g. FML001-00455077 or a numeric-only Randox “Order ID”). - Immediately after creation, Randox typically reports the order in “in-flight” status for a period of time.

If the order already exists in Randox: 1. Paste the order number (e.g. FML001-00455077) into the order field. 2. Click Link order.

The system validates the order reference by checking its current status.

6) While the order is in-flight: Refresh status

When the order is Submitted or Pending Results, the portal will show a Refresh status action. - Click Refresh status to re-check Randox and update what the portal knows.

7) Once complete: Pull results (if not already stored)

When Randox marks the order complete, the portal will allow results to be pulled. - Click Pull results (Staff/Admin only).

This stores the raw Randox results as an artifact against the case.

8) View results

When results are stored: - Click View results to open the stored Randox results.

If results are not ready yet, the portal will not allow viewing results.

9) Generate/Send PDF

When the case is complete and results are stored: - Click Generate/Send PDF.

This generates a report PDF (via OptimalDX) and allows download/email actions depending on configuration.

Status behaviour (what you’ll see)

  • Submitted / Pending Results: order is still processing; use Refresh status.
  • Complete: results can be pulled (if not already) and then viewed.

Troubleshooting

  • I can’t click View results: results have not been stored yet. If the order is in-flight, use Refresh status. If complete, use Pull results.
  • I can’t click Generate/Send PDF: PDF actions require stored results; pull results first.
  • Link order fails: confirm you pasted the order number exactly (no spaces). If it still fails, the order may not exist in Randox or may be unavailable temporarily.

Support

If you hit an error that blocks work, capture: - The caseId (from the case row) - The Randox order number (if present) - A screenshot of the error message

Then contact the support team managing the integration.